Pipeline and tasks
Filtering yes, sorting no. Up to four filters sit above the board and can be combined: “Year”, “Stage”, “Closed” and “Agent”.
There is deliberately no sort function. You set the order within a column yourself by dragging cards above one another, and it stays as you left it.
Two of the four appear only when they have something to do, and that has nothing to do with your role:
“Closed” starts on “Active only” and can be set to “Including closed”.
AI-assisted tools were used in preparing these FAQs; the content was subsequently reviewed and approved by the Doxario editorial team. They reflect the general state of the law as at the review date shown and do not constitute individual legal or tax advice. To assess your own case — particularly where complex structures are involved (offshore companies, trusts, foundations, communities of heirs) or where the new EU rules leave room for doubt — we recommend consulting a lawyer specialising in Spanish anti-money-laundering law and, on tax questions, a tax adviser. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.
← Frequently asked questions